The Innovative Retirement Podcast

When it comes to Social Security, one wrong move can impact your income for the rest of your life. In this episode of Innovative Retirement, Ashleigh Kennedy breaks down why this critical decision is often misunderstood and how timing, work status, and spousal coordination all factor in. She explores key considerations like claiming early versus delaying, the impact on a surviving spouse, and how working in retirement can affect benefits. The conversation also highlights common mistakes and why Social Security should be viewed as just one piece of a broader income strategy—not the entire plan. Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life. Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.

Money conversations don’t get easier just because your kids are grown. In this episode, the discussion focuses on the often‑avoided financial talks moms need to have with their adult children—from setting boundaries to sharing intentions without oversharing details. Ashleigh Kennedy explores how honest conversations around money, estate planning, and future responsibilities can reduce confusion, tension, and conflict later on. The episode addresses topics like financial independence, power of attorney decisions, privacy, and why waiting “until later” often creates bigger problems. This is a thoughtful conversation about communication, clarity, and preserving both dignity and relationships as family roles evolve. Ready to take control of your family's financial future? Visit InnovativeRetirementPlanning.com to start the conversation and get expert guidance for every stage of life. Follow us on Facebook or book a spot to attend an upcoming seminar HERE.See omnystudio.com/listener for privacy information.